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Atlantic Coast Retirement Plus Multiplier Fixed Indexed Annuity Review
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All
401(k)
Annuities
Annuity Product Reviews
Health
IRAs
Financial Planning for Retirement: What You Need to Know
Types of Annuities
How to Choose the Best Annuity for Retirement
Shopping for an annuity in 2021? This is the best place to get started!
The Top Retirement Strategies
Estate Planning
Here’s What You Need to Know About the Phased-Income Approach to Retirement
Here’s Why You Should Pay Attention to the Proposed Changes to the Estate Tax Threshold
Why don’t 62% of American’s have a Will or an Estate Plan?
Investing
There’s more to the 4% rule
Inflation is at a 30-year high. How to protect your retirement from inflation?
How Much Does Financial Security Really Cost?
Can You Really Retire Without Any Savings?
Why the Dropping Unemployment Rate Matters to You
All
Cryptocurrency
Economy
Personal Finance
Real Estate
Fixed Income Investing 101: All You Need to Know About This Popular Asset Class
Lifestyle
How Much Does Financial Security Really Cost?
Why the Dropping Unemployment Rate Matters to You
How Did Housing Prices Get So Out of Whack?
What You Need to Know About the Massive T-Mobile Hack and How to Protect Yourself
How to Incorporate an Annuity into Your Retirement Plan
For Advisors
Compare Annuity Rates
Shopping for an annuity in 2021? This is the best place to get started!
Estate Planning Questionnaire
Step
1
of
11
9%
Date
MM slash DD slash YYYY
Name
First
Last
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo, Democratic Republic of the
Congo, Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (Swaziland)
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russia
Rwanda
Réunion
Saint Barthélemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Ã…land Islands
Country
Email
Phone
Occupation
Date of Birth
MM slash DD slash YYYY
Place of Birth
Citizenship
Married
Yes
No
Engaged
Date of Marriage
MM slash DD slash YYYY
Place of Marriage
Do you have a marriage contract?
Yes
No
Have you or your spouse been married before?
Yes
No
Support Obligations: Are you presently obliged to support any child or formerpartner?
Yes
No
Spouse's Full Name
First
Last
Common Law
Yes
No
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo, Democratic Republic of the
Congo, Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (Swaziland)
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russia
Rwanda
Réunion
Saint Barthélemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Ã…land Islands
Country
Phone
Occupation
Date of Birth
MM slash DD slash YYYY
Place of Birth
Citizenship
Children
Full Name
Birthday
Address
Natural Adopted
Add
Remove
(Please name all children whether you wish to benefit them or not. Note with a * any child of a former marriage of either spouse and indicate which spouse is the parent, with ** any child who may be disabled, and with *** any child who has died.) Use the plus button to add more rows.
Summary of Assets
Principal Residence
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo, Democratic Republic of the
Congo, Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (Swaziland)
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russia
Rwanda
Réunion
Saint Barthélemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Ã…land Islands
Country
Registered Owner's
Estimated Value
My Name
Spouse's Name
Both Names
Estimated Mortgage
My Name
Spouse's Name
Both Names
Balance Outstanding
My Name
Spouse's Name
Both Names
Mortgage Life Insured?
Yes
No
Equity
My Name
Spouse's Name
Both Nemes
Other Properties
Address
Registered Owner's
Add
Remove
Total Estimated Value
My Name
Spouse's Name
Both Names
Estimated Mortgages
My Name
Spouse's Name
Both Names
Total Equity
My Name
Spouse's Name
Both Names
Stocks
My Name
Spouse's Name
Both Names
Bonds
My Name
Spouse's Name
Both Names
Mortgages
My Name
Spouse's Name
Both Names
Mutual Funds
My Name
Spouse's Name
Both Names
Term Deposits
My Name
Spouse's Name
Both Names
Pension Plans, Annuities, Profit Sharing, Stock Options or Similar Corporate or Other Plans:
Type
Company
Value - My Name
Value - Spouse's Name
Value - Both Names
Add
Remove
IRAs, 401(k), 403(b):
Value - My Name
Value - Spouse's Name
Designated Beneficiary
Institution
Add
Remove
Life Insurance:
Value - My Name
Value - Spouse's Name
Designated Beneficiary
Company/Owner
Add
Remove
Cash in Financial Institution(s):
Name/Location of institution
Value - My Name
Value - Spouse's Name
Both Names
Add
Remove
Safety Deposit Box No. and Location:
Describe any interest you may have in any proprietorships, partnerships or private companies:
Interest’s Name
Value - My Name
Value - Spouse's Name
Both Names
Add
Remove
Personal Effects. etc:
Furniture/household goods
My Name
Spouse's Name
Both Names
Add
Remove
Jewellery
My Name
Spouse's Name
Both Names
Add
Remove
Boats
My Name
Spouse's Name
Both Names
Add
Remove
Automobiles
My Name
Spouse's Name
Both Names
Add
Remove
Automobiles
My Name
Spouse's Name
Both Names
Add
Remove
Other, Specify
Asset
My Name
Spouse's Name
Both Names
Add
Remove
Interests in existing estates or trusts - specify:
Description
My Name
Spouse's Name
Both Names
Add
Remove
Total Assets
My Name
Spouse's Name
Both Names
SUMMARY OF DEBTS (other than mortgages previously noted)
Creditor Life insured?
Yes
No
Creditors
Debt
My Name
Spouse's Name
Both Names
Add
Remove
SAFEKEEPING OF DOCUMENTS (Will / Power of Attorney / Asset Details)
Instructions to lawyer:
WILL PARTICULARS:
Executor(s)
Full Name
Address
Occupation
Relationship
Phone Number
Add
Remove
Alternate Executor(s)
Full Name
Address
Occupation
Relationship
Phone Number
Add
Remove
Guardian(s)
Full Name
Address
Occupation
Relationship
Phone Number
Add
Remove
Alternate Guardian(s)
Full Name
Address
Occupation
Relationship
Phone Number
Add
Remove
Household Goods, Personal Effects, Jewellery, Automobiles, etc:
State if you have any specific articles you wish to gift to any particular person(s) and provide full name and address and relationship of any such beneficiary-use Section F if more space is required.
Cash Legacies:
Do you wish to leave any cash legacies (gifts) to any relatives, others or charities? (provide full name, address and relationship of any such beneficiary)
Trust Fund(s) or custodianships:
Do you wish to provide a trust fund?
Yes
No
(i.e. for a mentally challenged child during his/her lifetime)
Details
Disposition of Residue:
Will your spouse receive the residue if he/she survives you?
Yes
No
If your spouse fails to survive you, do you wish to leave your estate to your children?
Yes
No
If your children are minors at what age(s) do you wish them to receive their share of your estate?
Please enter a number from
0
to
100
.
If any child fails to survive to that age, do you wish his/her children, if any, to receive that share of your estate?
Yes
No
If no spouse or child survives you, who do you wish to receive the residue of your estate?
If instructions are other than those outlined above, list your instructions below (i.e. friends, charities, etc.)
Do you have memorial/funeral or burial wishes which you would like mentioned in your Will and, if so, what wishes?
(i.e. cremation, simple funeral, family plot, prepaid funeral)
Do you wish to limit the investment discretion of your trustees?
Trustee Compensation: If your executor or trustee is an individual already named in the will as receiving some benefit, is this benefit in addition to or in substitution for any compensation to the individual executor or trustee?
OTHER COMMENTS OR INSTRUCTIONS:
Prepared By
Date
MM slash DD slash YYYY